Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live WebinarSELECT

There are currently no upcoming dates scheduled for this webinar. Please fill out this short form to be notified when this webinar is next available. 

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Self-StudySELECT STARTING AT $270

Downloadable PDF

Credits: 20

Qualifies For: IRS

$270

Textbook

Credits: 20

Qualifies For: IRS

$285
Get this course FREE with an Unlimited Package! Learn More
  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

IRA Boot Camp (IRAB)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    20
  • Qualifies for

    IRS CPE

Overview

Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight and practical planning suggestions into this important area of practice. This course utilizes forms, worksheets, examples, exercises, tables, case studies, and mini-cases to enhance and enliven the learning experience and to hone retirement planning skills.

Major Topics:

  • The best ways to pass an IRA on to a beneficiary and avoid the pitfalls
  • How to take IRA distributions early and avoid penalties
  • Everything planners and their clients should know about rollovers – tips and traps
  • Regular, non-deductible, and Roth IRAs – limits, benefits, and rules 
  • SIMPLEs and SEPs: the other kinds of IRAs
  • How to take advantage of the final minimum distribution regulations
  • Splitting an IRA into multiple IRAs for beneficiary planning and significant tax benefits
  • Comparative modeling for substantially equal payment options
  • Planning for regular IRA and qualified plan to Roth IRA conversion rollovers and rollover recharacterizations
  • The significant estate planning issues associated with IRAs, and the strategies and tactics for dealing with these issues, including making charitable contributions
  • Late-breaking tax legislation, regulations, and rulings

Learning Objectives

  • Distinguish between various types of IRAs
  • Explain how Roth IRAs fit into a taxpayer's retirement and estate planning
  • Describe the basics of regular, employer-sponsored SEPs and salary-reduction SEPs
  • Discuss the basics of SIMPLE IRAs
  • Apply the general rules applicable to all rollover transactions
  • Define the vocabulary associated with the minimum distribution rules
  • Summarize the basic features and planning concepts of annuities
  • Describe the estate planning ramifications of qualified benefits
  • Utilize forms, worksheets, examples, exercises, and case studies as well as mini-cases to enhance and enliven the learning experience and to hone retirement planning skills

Who should take this course:

Designed for:

CPAs who want to learn about this key area of practice and all of the planning options available

Prerequisite:

Basic knowledge in estate and retirement planning

Advanced Preparation:

None

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.